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Loeb Offshore Management’s Iron Mountain IRM Stock Holding History

Loeb Offshore Management’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-54,100
Closed -$55K – 162
2014
Q1 		$55K Buy
+54,100
New +$1.38M 0.02% 153
2013
Q4 		– Sell
-111,554
Closed -$67K – 209
2013
Q3 		$67K Buy
+111,554
New +$2.83M 0.02% 214

Other funds holding IRM

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
SC
Schooner Capital Vero Beach, Florida $23.2M AUM 17.29% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $77B AUM 10.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Loeb Offshore Management's IRM Position: Q2 2014 in Review

Loeb Offshore Management sold out of Iron Mountain (IRM) in Q2 2014, closing a stake of 27,050 shares — an estimated $689K sold.

Loeb Offshore Management first reported a position in IRM in Q3 2013 and held it in 2 quarters. The position peaked at $2.92M in Q3 2013. 353 funds tracked by Wall St. Rank hold IRM as of Q2 2014.

  • Loeb Offshore Management reported no remaining Iron Mountain position as of Q2 2014 after selling out during the quarter.
  • Loeb Offshore Management sold 27,050 Iron Mountain shares in Q2 2014, an estimated $689K.
  • Loeb Offshore Management first reported a position in Iron Mountain in Q3 2013 and held it in 2 quarters.
  • Loeb Offshore Management's Iron Mountain position peaked at $2.92M in Q3 2013.
  • 353 funds tracked by Wall St. Rank held Iron Mountain as of Q2 2014.

Based on Loeb Offshore Management's 13F filing for Q2 2014, filed 14 Aug 2014.